Koesten, Hirschmann & Crabtree, INC.

Registered adviser

CIK

1963421

Location

OVERLAND PARK, KS

Portfolio Value

Small $200,004,642

Diversification

Highly concentrated

Filing Date

Global Rank

#6,374 / 8,807 ▲ 411 · as of Jun 2026

Top Industry

Consumer Electronics 29.8%

Period ended 20 days ago

Filed Oct 13, 2026 · 7d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 107212

Roster of Oct 1, 2026

Regulatory AUM

$668,342,145

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$668,342,145	Individuals and high net worth (100%)
Apr 2025 to Feb 2026	$669,262,255	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$534,833,453	Individuals and high net worth (100%)
May 2023 to Mar 2024	$468,355,301	Individuals and high net worth (100%)
Apr 2023	$468,355,301	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$516,970,077	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.8% of the book (60%+)

Turnover

Low turnover

3.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 93.8%; sector active share 86.3% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

54 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

56.3%

−0.8 pts

Top 5

96.2%

−0.1 pts

Top 10

97.7%

−0.0 pts

HHI

4,424

Highly concentrated−78

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.0%	$190,045,012	35
Technology	3.1%	$6,152,838	10
Consumer Defensive	0.7%	$1,410,259	4
Healthcare	0.5%	$912,936	1
Communication Services	0.3%	$512,247	1
Financial Services	0.2%	$440,343	1
Consumer Cyclical	0.2%	$328,199	1
Industrials	0.1%	$202,808	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
IEFA	iShares Core MSCI EAFE ETF	+10,356	197,582	$0
AVEM	Avantis Emerging Markets Equity ETF	+8,051	55,307	$5,199,964
VB	Vanguard Index Funds	+1,493	94,265	$26,817,449
SCHX	Schwab U.S. Large-Cap ETF	+1,315	795,823	$23,874,690
IBCB	iShares iBonds Dec 2036 Term Corporate ETF	+885	13,440	$0
VEA	Vanguard FTSE Developed Markets ETF	+834	14,039	$991,293
PEP	Pepsico Inc	+390	2,489	$315,406
VV	VANGUARD LARGE-CAP INDEX FUND	+371	123,970	$43,618,844
LLY	ELI LILLY & Co	+355	789	$912,936
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	+340	34,437	$0
IBCA	iShares iBonds Dec 2035 Term Corporate ETF	+340	20,558	$0
AAPL	Apple Inc.	+283	8,921	$2,970,871
IBDX	iShares iBonds Dec 2032 Term Corporate ETF	+260	15,645	$0
COST	Costco Wholesale Corp /New	+65	487	$443,335
NFLX	Netflix Inc	+30	7,362	$512,247
MU	Micron Technology Inc	+12	228	$242,845
JKHY	Jack Henry & Associates Inc	+3	1,796	$257,259
VTHR	VANGUARD RUSSELL 3000 INDEX FUND	+2	613	$205,661
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
FNDX	Schwab Fundamental U.S. Large Company ETF	−31,160	1,663,473	$52,349,495
SCHV	Schwab U.S. Large-Cap Value ETF	−29,861	28,777	$958,561
SCHM	Schwab U.S. Mid-Cap ETF	−15,914	57,885	$1,969,247
SCHF	Schwab International Equity ETF	−5,785	942,022	$25,877,344
SCHA	Schwab U.S. Small-Cap ETF	−746	116,665	$3,806,778
SCHE	Schwab Emerging Markets Equity ETF	−424	94,812	$3,455,897
IUSV	iShares Core S&P U.S. Value ETF	−325	3,969	$0
IEMG	iShares Trust	−139	54,197	$0
IJH	iShares Core S&P Mid-Cap ETF	−100	15,400	$0
MSFT	Microsoft Corp	−85	1,036	$531,364
IJR	iShares Core S&P Small-Cap ETF	−82	31,689	$0
IVV	iShares Core S&P 500 ETF	−57	6,195	$0
USRT	iShares Core U.S. REIT ETF	−50	4,801	$0
IBDZ	iShares iBonds Dec 2034 Term Corporate ETF	−40	17,480	$0
SPY	Spdr S&P 500 ETF Trust	−27	341	$260,056
AVGO	Broadcom Inc.	−18	685	$240,565
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	1,517	$346,452
GRMN	Garmin Ltd	792	$227,177
AMD	Advanced Micro Devices Inc	351	$214,727
DE	Deere & Co	302	$202,808
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	1,608	$202,077
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	5,940	$300,445
WMT	Walmart Inc.	2,126	$240,790
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	2,978	$201,193
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $200,004,642 total · filing declares 54 positions · $239,358,191 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FNDX	Schwab Fundamental U.S. Large Company ETF	Reduced	1,663,473	-31,160	$52,349,495	−0.7%	26.17%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	123,970	+371	$43,618,844	+2.6%	21.81%
VB	Vanguard Index Funds	Added	94,265	+1,493	$26,817,449	−4.6%	13.41%
SCHF	Schwab International Equity ETF	Reduced	942,022	-5,785	$25,877,344	−1.4%	12.94%
SCHX	Schwab U.S. Large-Cap ETF	Added	795,823	+1,315	$23,874,690	+2.1%	11.94%
AVEM	Avantis Emerging Markets Equity ETF	Added	55,307	+8,051	$5,199,964	+14.0%	2.60%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	116,665	-746	$3,806,778	−10.3%	1.90%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	94,812	-424	$3,455,897	+0.1%	1.73%
AAPL	Apple Inc. Technology	Added	8,921	+283	$2,970,871	+18.9%	1.49%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	57,885	-15,914	$1,969,247	−27.6%	0.98%
VEA	Vanguard FTSE Developed Markets ETF	Added	14,039	+834	$991,293	+5.4%	0.50%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	28,777	-29,861	$958,561	−53.0%	0.48%
LLY	ELI LILLY & Co Healthcare	Added	789	+355	$912,936	+75.4%	0.46%
ADTN	ADTRAN Holdings, Inc. Technology	Held	84,854	0	$580,401	−50.8%	0.29%
DELL	Dell Technologies Inc. Technology	Held	1,006	0	$541,177	+24.7%	0.27%
MSFT	Microsoft Corp Technology	Reduced	1,036	-85	$531,364	+27.1%	0.27%
NFLX	Netflix Inc Communication Services	Added	7,362	+30	$512,247	−2.2%	0.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	487	+65	$443,335	+12.3%	0.22%
UMBF	Umb Financial Corp Financial Services	Held	3,387	0	$440,343	−8.9%	0.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,923	0	$424,653	−0.9%	0.21%
NVDA	Nvidia Corp Technology	NEW	1,517	NEW	$346,452	NEW	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Held	925	0	$328,199	−15.6%	0.16%
PEP	Pepsico Inc Consumer Defensive	Added	2,489	+390	$315,406	+11.0%	0.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	341	-27	$260,056	−5.4%	0.13%
JKHY	Jack Henry & Associates Inc Technology	Added	1,796	+3	$257,259	+4.2%	0.13%
MU	Micron Technology Inc Technology	Added	228	+12	$242,845	−2.6%	0.12%
AVGO	Broadcom Inc. Technology	Reduced	685	-18	$240,565	−9.4%	0.12%
FNDB	Schwab Fundamental U.S. Broad Market ETF	Held	7,530	0	$230,493	+0.5%	0.12%
GRMN	Garmin Ltd Technology	NEW	792	NEW	$227,177	NEW	0.11%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	607	0	$227,163	+1.1%	0.11%
CL	Colgate Palmolive Co Consumer Defensive	Held	2,659	0	$226,865	−6.9%	0.11%
AMD	Advanced Micro Devices Inc Technology	NEW	351	NEW	$214,727	NEW	0.11%
VTHR	VANGUARD RUSSELL 3000 INDEX FUND	Added	613	+2	$205,661	+1.6%	0.10%
DE	Deere & Co Industrials	NEW	302	NEW	$202,808	NEW	0.10%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	NEW	1,608	NEW	$202,077	NEW	0.10%
PPA	Victory Portfolios II	Held	2,145	0	$0	−100.0%	0.00%
IBCA	iShares iBonds Dec 2035 Term Corporate ETF	Added	20,558	+340	$0	—	0.00%
IBCB	iShares iBonds Dec 2036 Term Corporate ETF	Added	13,440	+885	$0	—	0.00%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Held	13,139	0	$0	—	0.00%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Held	19,229	0	$0	—	0.00%
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	Held	10,385	0	$0	—	0.00%
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	Added	34,437	+340	$0	—	0.00%
IBDX	iShares iBonds Dec 2032 Term Corporate ETF	Added	15,645	+260	$0	—	0.00%
IBDY	iShares iBonds Dec 2033 Term Corporate ETF	Held	11,210	0	$0	—	0.00%
IBDZ	iShares iBonds Dec 2034 Term Corporate ETF	Reduced	17,480	-40	$0	—	0.00%
IEFA	iShares Core MSCI EAFE ETF	Added	197,582	+10,356	$0	—	0.00%
IEMG	iShares Trust	Reduced	54,197	-139	$0	—	0.00%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	15,400	-100	$0	—	0.00%
IJR	iShares Core S&P Small-Cap ETF	Reduced	31,689	-82	$0	—	0.00%
IUSV	iShares Core S&P U.S. Value ETF	Reduced	3,969	-325	$0	—	0.00%

Showing the top 50 of 54 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.